Hindered by the ongoing capacity constraints at TSMC, AMD will strike up a foundry deal with its arch-nemesis Intel, as per the latest commentary from analysts over at UBS. Separately, Goldman Sachs seems to have turned sour on the prospects of AMD ever catching up to NVIDIA on data center racks, with the latter likely to ship 10x, 7x, and 9.8x as many racks in 2026, 2027, and 2028, respectively. AMD appears destined for a perennial underdog status on data center racks, and might have to tap its arch-nemesis Intel to maintain momentum on shipments According to UBS, Google, Apple, […]
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